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IYBFX vs RAMHX
IYBFX vs RAMHX Comparison
Open Charts IYBFX vs RAMHX
Macquarie Balanced Fund
Price$25.00
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R2E
Price$36.99
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
IYBFX vs RAMHX Comparison Chart in %
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IYBFX vs. RAMHX commentary
Jul 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IYBFX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 254B vs. IYBFX (1.6B). RAMHX pays higher dividends than IYBFX: RAMHX (1.43) vs IYBFX (0.86). IYBFX was incepted earlier than RAMHX: IYBFX (13 years) vs RAMHX (11 years). IYBFX (1.33) is less costly to investors than RAMHX (1.04). IYBFX is a more actively managed with annual turnover of: 76.00 vs. RAMHX (44.00). IYBFX has a lower initial minimum investment than RAMHX: IYBFX (0) vs RAMHX (250). IYBFX annual gain was more profitable for investors over the last year : 13.13 vs. RAMHX (9.75). RAMHX return over 5 years is better than : 36.97 vs. IYBFX (7.92).
| IYBFX | RAMHX | IYBFX / RAMHX | |
| Total Expense Ratio | 1.31 | 1.04 | 126% |
| Annual Report Gross Expense Ratio | 1.33 | 1.04 | 128% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 7.306 | 8.742 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 254B | 1% |
| Annual Yield % from dividends | 0.86 | 1.43 | 60% |
| Returns for 1 year | 13.13 | 9.75 | 135% |
| Returns for 3 years | 12.62 | 33.15 | 38% |
| Returns for 5 years | 7.92 | 36.97 | 21% |
| Returns for 10 years | 5.95 | 60.29 | 10% |
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